Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 554 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,423
shares
|
$410,455
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
12,192
shares
|
$402,823
0.0% of portfolio
|
Q4 2024
Reduced 85.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,041
shares
|
$397,834
0.05% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
11,995
shares
|
$396,314
0.01% of portfolio
|
Q3 2024
Reduced 24.68%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
11,653
shares
|
$385,015
0.01% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,630
shares
|
$384,255
0.02% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,541
shares
|
$381,314
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$379,960
0.0% of portfolio
|
Q1 2024
Reduced 68.18%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,091
shares
|
$366,446
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,023
shares
|
$364,199
0.06% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
10,859
shares
|
$358,781
0.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,826
shares
|
$357,691
0.0% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
10,738
shares
|
$354,783
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
10,665
shares
|
$352,371
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
10,537
shares
|
$348,142
0.01% of portfolio
|
Q4 2024
Reduced 73.09%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
10,253
shares
|
$338,759
0.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
10,230
shares
|
$337,999
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
10,041
shares
|
$331,754
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
10,005
shares
|
$330,565
0.04% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Needham Investment Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$330,400
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$330,400
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,995
shares
|
$330,234
0.0% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,775
shares
|
$322,966
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,578
shares
|
$316,457
0.0% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
9,488
shares
|
$313,483
0.15% of portfolio
|
Q4 2024
Added 848.8%
|